Veteran investor Rekha Jhunjhunwala has prepared a strong portfolio of 27 companies in the stock market till March 2026. His total net worth is estimated to be more than Rs 46,386 crore. This investment strategy carries forward the vision of long-term and high-conviction value investing of late investor Rakesh Jhunjhunwala.
Veteran investor Rekha Jhunjhunwala has prepared a strong portfolio of 27 companies in the stock market till March 2026. His total net worth is estimated to be more than Rs 46,386 crore. This investment strategy carries forward the vision of long-term and high-conviction value investing of late investor Rakesh Jhunjhunwala. Consumer discretionary, healthcare and financial sector companies contribute the most to his portfolio. About 86 percent of Rekha Jhunjhunwala’s total portfolio is in her top 10 investments. The biggest bet among these is on Titan Company, which is valued at around Rs 20,000 crore and constitutes about 40–50 per cent of their total portfolio.
Apart from this, Star Health and Allied Insurance, Fortis Healthcare, Metro Brands and Tata Motors are also among his major holdings. After the Tata Motors demerger, he added Tata Motors CV shares to his portfolio. Apart from this, Advent Hotels International is added to their portfolio.
Strong stake in Tata Motors CV
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Rekha Jhunjhunwala also has a significant stake in auto sector giant Tata Motors. According to the filing of December 2025, he holds about 4.87 crore shares of the company or about 1.32 percent stake. On March 6, 2026, the price of this share was trading at around Rs 474.25. However, recently in the company’s quarterly results, the profit declined by about 47.97 percent on an annual basis to Rs 705 crore, due to which there was some pressure on the stock. Despite this, the company’s sales increased by 35 percent annually in February 2026, due to which investors’ expectations remain high.
Also invested in Advent Hotels International
Rekha Jhunjhunwala’s portfolio also includes Advent Hotels International Ltd, a recent addition to her investment portfolio. He holds about 4.63 percent stake in the company, which is equivalent to approximately 25 lakh shares. Its total value is estimated to be around Rs 46.2 crore. On March 6, 2026, this share was trading at around Rs 184.76. However, in the last one month it has seen a decline of about 13 percent and its 52-week high was Rs 345.05 and low was Rs 167.77.
Stick to long term strategy
Market experts believe that Rekha Jhunjhunwala’s investment strategy is based on investing in strong companies for the long term. This is the reason why his portfolio is spread across different sectors and his stake in many stocks remains intact.
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